Special Report: Pressure Makes Diamonds - February 17, 2025
The Thai stock market has declined sharply by 14.8% from its 2024 peak, making Thai equities attractive from a valuation perspective.
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Hyphens Pharma - 1H26 Earnings Update - Record Margins but Catalysts Still Key for Rerating
We maintain NEUTRAL on Hyphens with a revised target price of S$0.40/share, based on 10.5x FY26E P/E and at a slight discount to the peer average.
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Changing Landscape for Global Plays - Shifting the Allocation of Global Plays Toward Asia
The global economy is less synchronized than in the past, meaning that a global plays strategy should be more area focused to enhance the growth...
316 Views
Big Cap Tactical Picks - August 4, 2022
Yesterday, our Big Cap portfolio generated a return of +0.33% vs. the SET Index’s return of +0.35%. The share prices of stocks under the reopening...
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Monthly Report - August 2022
We expect the SET Index to move up, with the support at 1,555/1,530 points and the resistance at 1,600/1,616 points, on the back of foreign...
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